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Personal Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Personal Wealth Partners’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-135
Closed -$14K – 212
2019
Q4 		$14K Sell
135
-145
-52% -$14.9K 0.01% 213
2019
Q3 		$29K Hold
280
– – 0.01% 175
2019
Q2 		$28K Buy
+280
New +$27.6K 0.01% 160

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Personal Wealth Partners's DVY Position: Q1 2020 in Review

Personal Wealth Partners sold out of iShares Select Dividend ETF (DVY) in Q1 2020, closing a stake of 135 shares — an estimated $14K sold.

Personal Wealth Partners first reported a position in DVY in Q2 2019 and held it in 3 quarters. The position peaked at $29K in Q3 2019. 912 funds tracked by Wall St. Rank hold DVY as of Q1 2020.

  • Personal Wealth Partners reported no remaining iShares Select Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 135 iShares Select Dividend ETF shares in Q1 2020, an estimated $14K.
  • Personal Wealth Partners first reported a position in iShares Select Dividend ETF in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's iShares Select Dividend ETF position peaked at $29K in Q3 2019.
  • 912 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.